1. Overview
This article gives specific examples of how to configure the visualization tab of the Data Analysis Panel for various types of data visualizations. The visualization tab helps you assign data elements from the underlying metric set to parts of the data visualization. Using the Data Analysis Panel and simple drag-and-drop operations, you can display data in the form of labels, headers, tooltips, colors, etc.
See Setting up the visualization to learn more about the visualization tab.
Related video: Configuring Metric Sets
2. Chart visualizations
2.1. Grouping series in a bar chart
The Series Grouping option of a data point series allows you determine whether that series is grouped into multiple series for each value of the data you assign.
As an example, consider a metric set with the following data selected and visualized as a bar chart:
- Measures: OrderQty
- Rows: OrderDate hierarchy
- Click on the Visualization tab in the top-right corner of the Data Analysis Panel.
- Under the first series, click More to see additional options, and locate Color and Series Grouping.
- Drag Product from the Explore window and drop it under each, or click to add it there if it's part of your existing data source.
The resulting bar chart shows a cluster of bars over each year, where each bar corresponds to a Product value.
In this example we also assigned Product values as colors, which is an optional alternative to using the default chart color palette. Each product value's color can be customized in the Properties window, as described further in Apply colors to data points or series using color rules.
If there is a series in your chart such as a formula calculation that is just repeating the same values in each grouping, you can remove the data from Series Grouping for that series to prevent it from being displayed multiple times.
2.2. Axis labels
Axis labels can be used to display separate labels for each level of a hierarchy (e.g., Month grouping labels under Day labels) by dragging hierarchy levels from the Explore window, or to display measure values by dragging a measure.
For example, consider the chart below showing typical axis labels displayed for a time dimension hierarchy. They combine the month names with the year repeated in consecutive labels.
To replace this, switch to the Visualization tab in the Data Analysis Panel, expand the Axis section, and remove the time dimension from under Bottom Axis Label.
Find and expand a time dimension hierarchy in the Explore window to list its levels, then click and drag each individual level you want labeled to Bottom Axis Label.
Each level will be displayed as a separate row, and instead of repeating values like the year, each value is displayed once with leader lines grouping the other values. These values are displayed using the short caption format settings in the time dimension.
2.3. Color
Add data under Color to apply different colors to data points or series based on their values. Colors are applied according to color rules, which you can configure from the Properties window. See Apply colors to data points or series using color rules for more details.
3. Table visualization
Consider the metric set with data selected as follows:
- Measures: OrderQty, LineTotal
- Rows: Product hierarchy
- Columns: OrderDate hierarchy
This metric set configuration is not specific to a table visualization, but rather it describes how data will be grouped into a tabular result (of rows and columns), which can then be visualized in a variety of ways including both charts and tables.
The figure below shows this setup in the Data Analysis Panel, and the corresponding table visualization displaying a row for each Product (at the Product Category level) and a column for each OrderDate (at the Year level):
Click the Visualization tab in the top-right corner of the Data Analysis Panel to see and change which data is displayed in different parts of the table visualization:
- Column Header - displayed as a row of column headers above the table's columns.
- Row Header - displayed as a column of row headers to the left of the table's columns. Row headers are a special kind of column designed to visually group data appearing on the right, where values are displayed once for consecutive rows instead of repeated, and frozen to the left when scrolling horizontally. There may also be triangular expander buttons you can click to expand or collapse data to switch between summaries and details.
- Column - displayed as regular (or 'flat') table columns. These columns are repeated for each column hierarchy value (e.g., each Year hierarchy value).
You can drag data or click to add data under one of these headings to add additional elements to the table, or click the delete button remove them.
For example, only measures OrderQty and LineTotal are assigned under Column in the example above, but you can add any data there to display as regular columns, including hierarchies such as OrderDate. You can also add the same data multiple times as multiple columns that you can customize differently.
Each table column has settings such as header text, tooltip, appearance, state styles, and different column types, all of which you can further customize in the Properties window.
When you're setting up interactivity, such as hover-over interactions, you also have the option of targeting a specific table column (e.g., using the Bound visual option).
The Visualization tab also allows you to remove an element of the metric set from the visualization, or to restrict it to only a certain use. For example, a measure can be removed from under Column so that it is not displayed directly in a column of the table, but added instead to the tooltip of some other column.